Alan took over from another financial advisor and I was looking for ways forward with our finances. Alan explained our options clearly and in a way that made sense to the both of us. We wanted to achieve a clear plan for our finances going forwards, given that we were both planning for our retirements.
 
It was important that we felt that the advice we received was explained clearly and concisely and that we felt that we were more than just a customer but were valued for what we were looking to do. Alan became more than our financial advisor and became a trusted friend to me and my family. We had tried to do things by ourselves. I value the personal touch that Alan and Interface Financial planning bring. Alan supported us very well through the difficult time of Malcolm’s pension issues and beyond.
 
The whole life planning was a surprise and this was an additional service that was greatly appreciated. I am more than satisfied – the service provided has been above and beyond what I could have expected.

Working with Alan has allowed me to have a more comfortable retirement. Alan has dealt with pensions and taxes which would have been difficult and stressful for me to try and cope with myself. The peace of mind of having things sorted out cannot be underestimated. I have already, and will continue to recommend Alan to friends and family. He gives excellent advice in a way that people can understand. He is able to offer a range of services and makes you feel that, even with small investments, nothing is too much trouble and that you are a valued part of his business, not just a customer.